Dale Phillips
Fortitude Family Office · Scottsdale, Arizona
Dale Phillips is a fee-only financial advisor at Fortitude Family Office in Scottsdale, Arizona, who holds the CFA credential. Dale focuses on tax planning and estate & legacy planning. Fortitude Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fortitude Family Office |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.27B across 971 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5610375 |
| Exams passed | Series 65 (2009) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.fortitudefo.com |
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Questions about Dale
Is Dale Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and Fortitude Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dale charge for financial advice?
Dale's firm, Fortitude Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Dale Phillips based?
Dale Phillips is based in Scottsdale, Arizona.
What does Dale specialize in?
Dale's specialties include tax planning and estate & legacy planning. Dale works with ultra high net worth.
What credentials does Dale Phillips hold?
Dale Phillips holds the CFA credential.
Is Dale Phillips registered with the SEC?
Yes. Dale Phillips is registered as an investment adviser representative in AZ and TX (CRD 5610375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortitude Family Office manage?
Fortitude Family Office reports $1.27B across 971 accounts in assets under management.
How do I contact Dale Phillips?
Through Dale's website, www.fortitudefo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fortitude Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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